"""Visualization + Calculation Fast Lane composition catalog. Recipes describe product intent above Dataset and Calculation IR. They do not add App Blocks, Cloud capabilities, Reporting, or entity-backed calculators. Coverage target (composition artifacts, not primitives): Calculator recipes ~35 Chart recipes ~24 Calculated-chart proofs ~4 Dataset patterns 7 (see composition_contract.DATASET_COMPOSITION_PATTERNS) """ from __future__ import annotations from typing import Any from src.domain.app_blocks.composition_contract import ( COMPOSITION_INVARIANTS, DATASET_COMPOSITION_PATTERNS, RecipeCalculatorSpec, RecipeDatasetDimension, RecipeDatasetMeasure, RecipeDatasetSpec, RecipeFieldSpec, RecipePresentationChart, RecipePresentationMetric, RecipePresentationSpec, ) from src.domain.app_blocks.vertical_recipes import ( RecipeBlockSlots, RecipeCatalog, RecipeRequires, VerticalRecipe, ) PROOF = "VISUALIZATION_CALCULATION" UNSUPPORTED_CALC = ( "calculation.evaluate", "authoritative_execution", "calculator_definition_entity", "chart_definition_entity", "reporting.dashboard", ) UNSUPPORTED_CHART = ( "reporting.dashboard", "chart_definition_entity", "calculator_definition_entity", "bi_warehouse", "chart_builder", ) def _field( field_id: str, type_name: str, *, required: bool = True, min_value: float | None = None, label: str | None = None, ) -> RecipeFieldSpec: return RecipeFieldSpec( id=field_id, type=type_name, # type: ignore[arg-type] required=required, min=min_value, label=label, ) def _calc_recipe( *, recipe_id: str, name: str, phrase: str, area: str, inputs: list[RecipeFieldSpec], outputs: list[RecipeFieldSpec], author: str = "codegen", pack_slug: str | None = None, calculator_id: str | None = None, dataset_input: str | None = None, with_chart: bool = False, chart_type: str = "bar", chart_dataset: str = "calculated.series", metrics: list[str] | None = None, heading: str | None = None, extra_unsupported: tuple[str, ...] = (), extra_phrases: list[str] | None = None, ) -> VerticalRecipe: blocks = ["calculation.calculator"] terminology: dict[str, RecipeBlockSlots] = { "calculation.calculator": RecipeBlockSlots( heading=heading or name, empty_state="Enter values to calculate.", route=f"/{recipe_id.replace('_', '-')}", ) } public_labels = {"calculation.calculator": name} presentation_metrics = [ RecipePresentationMetric(output=item) for item in (metrics or [outputs[0].id]) ] charts: list[RecipePresentationChart] = [] if with_chart: blocks.append("visualization.chart") terminology["visualization.chart"] = RecipeBlockSlots( heading="Calculated chart", empty_state="Calculate to see the chart.", ) public_labels["visualization.chart"] = "Calculated chart" charts.append( RecipePresentationChart( dataset=chart_dataset, chart_type=chart_type, # type: ignore[arg-type] ) ) phrases = [phrase] if extra_phrases: phrases.extend(extra_phrases) return VerticalRecipe( id=recipe_id, name=name, archetype="calculator_operations", proof_profile=PROOF, intent_phrases=phrases, requires=RecipeRequires(app_blocks=blocks), terminology=terminology, public_labels=public_labels, unsupported_assumptions=list(UNSUPPORTED_CALC) + list(extra_unsupported), kind="calculation", calculator=RecipeCalculatorSpec( author=author, # type: ignore[arg-type] execution="local", pack_slug=pack_slug, calculator_id=calculator_id or recipe_id, inputs=inputs, outputs=outputs, dataset_input=dataset_input, ), presentation=RecipePresentationSpec( primary_block="calculation.calculator", metrics=presentation_metrics, charts=charts, ), area=area, ) def _chart_recipe( *, recipe_id: str, name: str, phrase: str, area: str, pattern: str, entity_key: str, chart_type: str, dimensions: list[tuple[str, str | None]], measures: list[tuple[str, str, str | None]], row_budget: int = 100, audience: str = "staff", heading: str | None = None, extra_unsupported: tuple[str, ...] = (), ) -> VerticalRecipe: dims = [ RecipeDatasetDimension(field=field, bucket=bucket) # type: ignore[arg-type] for field, bucket in dimensions ] meas = [ RecipeDatasetMeasure( id=measure_id, aggregate=aggregate, # type: ignore[arg-type] field=field, ) for measure_id, aggregate, field in measures ] return VerticalRecipe( id=recipe_id, name=name, archetype="visualization_operations", proof_profile=PROOF, intent_phrases=[phrase], requires=RecipeRequires(app_blocks=["visualization.chart"]), terminology={ "visualization.chart": RecipeBlockSlots( heading=heading or name, empty_state="No series data to chart yet.", ) }, public_labels={"visualization.chart": name}, unsupported_assumptions=list(UNSUPPORTED_CHART) + list(extra_unsupported), kind="visualization", composition_pattern=pattern, dataset=RecipeDatasetSpec( pattern=pattern, # type: ignore[arg-type] source_kind="records.aggregate", entity_key=entity_key, dimensions=dims, measures=meas, audience=audience, # type: ignore[arg-type] freshness="live", row_budget=row_budget, ), presentation=RecipePresentationSpec( primary_block="visualization.chart", charts=[ RecipePresentationChart( dataset=f"dataset.{recipe_id}", chart_type=chart_type, # type: ignore[arg-type] x=dims[0].field if dims else None, y=meas[0].id if meas else None, ) ], ), area=area, ) def _calculated_chart_recipe( *, recipe_id: str, name: str, phrase: str, area: str, inputs: list[RecipeFieldSpec], outputs: list[RecipeFieldSpec], chart_type: str, chart_dataset: str, calculator_id: str | None = None, metrics: list[str] | None = None, extra_unsupported: tuple[str, ...] = (), ) -> VerticalRecipe: calc_id = calculator_id or recipe_id return VerticalRecipe( id=recipe_id, name=name, archetype="calculator_operations", proof_profile=PROOF, intent_phrases=[phrase], requires=RecipeRequires( app_blocks=["calculation.calculator", "visualization.chart"] ), terminology={ "calculation.calculator": RecipeBlockSlots( heading=name, empty_state="Enter values to calculate.", route=f"/{recipe_id.replace('_', '-')}", ), "visualization.chart": RecipeBlockSlots( heading="Calculated series", empty_state="Calculate to see the chart.", ), }, public_labels={ "calculation.calculator": name, "visualization.chart": "Calculated series chart", }, unsupported_assumptions=list(UNSUPPORTED_CALC) + list(extra_unsupported), kind="calculated_chart", calculator=RecipeCalculatorSpec( author="codegen", execution="local", calculator_id=calc_id, inputs=inputs, outputs=outputs, ), dataset=RecipeDatasetSpec( pattern="calculation_output", source_kind="calculator.emit", calculator_id=calc_id, audience="public", freshness="snapshot", row_budget=120, ), presentation=RecipePresentationSpec( primary_block="calculation.calculator", metrics=[ RecipePresentationMetric(output=item) for item in (metrics or [outputs[0].id]) ], charts=[ RecipePresentationChart( dataset=chart_dataset, chart_type=chart_type, # type: ignore[arg-type] ) ], ), area=area, ) def _calculator_recipes() -> list[VerticalRecipe]: def money(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "money", **kw) def pct(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "percent", **kw) def num(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "number", **kw) def integ(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "integer", **kw) return [ # Finance / sales _calc_recipe( recipe_id="loan_payment_calculator", name="Loan Payment Calculator", phrase="loan payment calculator composition recipe", area="finance", inputs=[ money("loan_amount"), pct("annual_rate"), integ("term_years", min_value=1), _field("payment_frequency", "select"), ], outputs=[ money("periodic_payment"), money("total_interest"), money("total_repayment"), ], metrics=["periodic_payment", "total_interest", "total_repayment"], extra_unsupported=("loan_origination_engine",), ), _calc_recipe( recipe_id="discount_calculator", name="Discount Calculator", phrase="discount calculator composition recipe", area="finance", inputs=[money("price"), pct("discount_percent"), pct("tax_percent")], outputs=[ money("discounted_subtotal"), money("tax_amount"), money("final_total"), ], metrics=["discounted_subtotal", "tax_amount", "final_total"], ), _calc_recipe( recipe_id="sales_commission_calculator", name="Sales Commission Calculator", phrase="sales commission calculator composition recipe", area="crm", inputs=[ money("sale_value"), pct("commission_rate"), money("bonus", required=False), ], outputs=[money("commission"), money("payout")], dataset_input="salesperson_snapshot", metrics=["commission", "payout"], ), _calc_recipe( recipe_id="customer_ltv_calculator", name="Customer LTV Calculator", phrase="customer lifetime value calculator composition recipe", area="crm", inputs=[ money("average_order_value"), num("purchase_frequency"), num("customer_lifespan_years"), pct("gross_margin"), ], outputs=[money("ltv"), money("gross_ltv")], dataset_input="customer_snapshot", metrics=["ltv", "gross_ltv"], ), _calc_recipe( recipe_id="weighted_pipeline_calculator", name="Weighted Pipeline Calculator", phrase="weighted pipeline calculator composition recipe", area="crm", inputs=[ money("opportunity_amount"), pct("probability"), ], outputs=[ money("weighted_pipeline"), money("total_pipeline"), pct("average_probability"), ], dataset_input="opportunities", with_chart=True, chart_type="bar", chart_dataset="calculated.weighted_by_stage", metrics=["weighted_pipeline", "total_pipeline"], extra_unsupported=("crm_analytics_engine",), ), _calc_recipe( recipe_id="lead_value_estimator", name="Lead Value Estimator", phrase="lead value estimator composition recipe", area="crm", inputs=[ integ("leads"), pct("conversion_rate"), money("average_deal_value"), ], outputs=[money("expected_pipeline"), integ("expected_deals")], metrics=["expected_pipeline", "expected_deals"], ), _calc_recipe( recipe_id="quota_attainment_calculator", name="Quota Attainment Calculator", phrase="quota attainment calculator composition recipe", area="crm", inputs=[money("closed_revenue"), money("quota")], outputs=[pct("attainment_percent"), money("gap_to_quota")], metrics=["attainment_percent", "gap_to_quota"], ), # SaaS _calc_recipe( recipe_id="mrr_calculator", name="MRR Calculator", phrase="mrr calculator composition recipe", area="saas", inputs=[integ("active_customers"), money("average_monthly_subscription")], outputs=[money("mrr"), money("arr")], metrics=["mrr", "arr"], ), _calc_recipe( recipe_id="saas_growth_calculator", name="SaaS Growth Calculator", phrase="saas growth calculator composition recipe", area="saas", inputs=[ money("starting_mrr"), money("new_mrr"), money("expansion_mrr"), money("contraction_mrr"), money("churned_mrr"), ], outputs=[ money("ending_mrr"), money("net_new_mrr"), pct("growth_rate"), ], metrics=["ending_mrr", "net_new_mrr", "growth_rate"], ), _calc_recipe( recipe_id="churn_impact_calculator", name="Churn Impact Calculator", phrase="churn impact calculator composition recipe", area="saas", inputs=[integ("customers"), money("arpu"), pct("churn_percent")], outputs=[ integ("lost_customers"), money("lost_mrr"), money("annualized_revenue_impact"), ], metrics=["lost_customers", "lost_mrr", "annualized_revenue_impact"], ), _calc_recipe( recipe_id="cac_calculator", name="CAC Calculator", phrase="customer acquisition cost calculator composition recipe", area="saas", inputs=[ money("sales_spend"), money("marketing_spend"), integ("customers_acquired", min_value=1), ], outputs=[money("cac")], metrics=["cac"], ), _calc_recipe( recipe_id="ltv_cac_calculator", name="LTV:CAC Calculator", phrase="ltv to cac ratio calculator composition recipe", area="saas", inputs=[money("ltv"), money("cac")], outputs=[num("ltv_cac_ratio"), pct("acquisition_efficiency")], metrics=["ltv_cac_ratio"], ), _calc_recipe( recipe_id="seat_pricing_calculator", name="Seat Pricing Calculator", phrase="seat pricing calculator composition recipe", area="saas", inputs=[ integ("seats", min_value=1), money("price_per_seat"), pct("discount_percent"), money("add_ons", required=False), ], outputs=[money("monthly_subtotal"), money("annual_total")], metrics=["monthly_subtotal", "annual_total"], ), _calc_recipe( recipe_id="conversion_uplift_calculator", name="Conversion Uplift Calculator", phrase="conversion uplift calculator composition recipe", area="marketing", inputs=[ integ("visitors"), pct("baseline_conversion"), pct("projected_conversion"), money("average_order_value"), ], outputs=[integ("extra_conversions"), money("revenue_uplift")], metrics=["extra_conversions", "revenue_uplift"], ), # Professional services _calc_recipe( recipe_id="billable_utilization_calculator", name="Billable Utilization Calculator", phrase="billable utilization calculator composition recipe", area="services", inputs=[ num("available_hours"), num("billable_hours"), pct("target_utilization"), money("hourly_rate"), ], outputs=[ pct("utilization_percent"), pct("utilization_gap"), money("billable_revenue"), num("target_billable_hours"), ], dataset_input="time_entries", metrics=["utilization_percent", "billable_revenue"], ), _calc_recipe( recipe_id="staff_capacity_calculator", name="Staff Capacity Calculator", phrase="staff capacity calculator composition recipe", area="services", inputs=[ integ("staff_count", min_value=1), num("working_hours"), pct("availability_percent"), num("required_hours"), ], outputs=[num("available_capacity"), num("capacity_gap")], with_chart=True, chart_type="bar", chart_dataset="calculated.capacity_comparison", metrics=["available_capacity", "capacity_gap"], ), _calc_recipe( recipe_id="hourly_rate_calculator", name="Hourly Rate Calculator", phrase="hourly rate calculator composition recipe", area="services", inputs=[ money("target_income"), num("billable_hours_per_year"), pct("overhead_percent"), ], outputs=[money("suggested_hourly_rate")], metrics=["suggested_hourly_rate"], ), _calc_recipe( recipe_id="retainer_pricing_calculator", name="Retainer Pricing Calculator", phrase="retainer pricing calculator composition recipe", area="services", inputs=[ num("hours_per_month"), money("hourly_rate"), pct("retainer_discount"), ], outputs=[money("monthly_retainer"), money("annual_retainer")], metrics=["monthly_retainer", "annual_retainer"], ), _calc_recipe( recipe_id="consulting_fee_estimator", name="Consulting Fee Estimator", phrase="consulting fee estimator composition recipe", area="services", inputs=[ num("estimated_hours"), money("hourly_rate"), money("expenses", required=False), pct("contingency_percent"), ], outputs=[money("proposed_fee"), money("contingency_amount")], metrics=["proposed_fee"], ), _calc_recipe( recipe_id="project_budget_burn_calculator", name="Project Budget Burn Calculator", phrase="project budget burn calculator composition recipe", area="services", inputs=[ money("budget"), money("spent"), num("elapsed_days"), num("planned_days"), ], outputs=[ money("remaining_budget"), pct("burn_percent"), pct("schedule_percent"), ], dataset_input="project_costs", metrics=["remaining_budget", "burn_percent"], ), # Booking _calc_recipe( recipe_id="booking_capacity_calculator", name="Booking Capacity Calculator", phrase="booking capacity calculator composition recipe", area="booking", inputs=[ integ("staff_count", min_value=1), num("working_hours_per_day"), integ("service_duration_minutes", min_value=1), integ("working_days", min_value=1), pct("utilization_target"), ], outputs=[ integ("appointments_per_day"), integ("appointments_per_month"), integ("target_capacity"), ], metrics=["appointments_per_day", "target_capacity"], extra_unsupported=("booking_analytics_engine",), ), _calc_recipe( recipe_id="appointment_revenue_estimator", name="Appointment Revenue Estimator", phrase="appointment revenue estimator composition recipe", area="booking", inputs=[ integ("appointments"), money("average_service_price"), pct("no_show_rate"), ], outputs=[money("gross_revenue"), money("expected_revenue")], metrics=["gross_revenue", "expected_revenue"], ), _calc_recipe( recipe_id="occupancy_calculator", name="Occupancy Calculator", phrase="occupancy calculator composition recipe", area="booking", inputs=[integ("booked_slots"), integ("available_slots", min_value=1)], outputs=[pct("occupancy_percent")], metrics=["occupancy_percent"], ), _calc_recipe( recipe_id="no_show_impact_calculator", name="No-Show Impact Calculator", phrase="no show impact calculator composition recipe", area="booking", inputs=[ integ("scheduled_appointments"), pct("no_show_rate"), money("average_service_price"), ], outputs=[integ("expected_no_shows"), money("lost_revenue")], metrics=["expected_no_shows", "lost_revenue"], ), # Inventory / commerce _calc_recipe( recipe_id="stock_cover_calculator", name="Stock Cover Calculator", phrase="stock cover calculator composition recipe", area="inventory", inputs=[ num("quantity_on_hand"), num("average_daily_usage"), num("incoming_quantity", required=False), ], outputs=[num("days_of_stock"), num("days_of_stock_after_incoming")], dataset_input="inventory_snapshot", metrics=["days_of_stock"], ), _calc_recipe( recipe_id="inventory_reorder_calculator", name="Inventory Reorder Calculator", phrase="inventory reorder calculator composition recipe", area="inventory", inputs=[ num("average_daily_usage"), num("lead_time_days"), num("safety_stock"), ], outputs=[num("reorder_point"), num("suggested_order_qty")], metrics=["reorder_point", "suggested_order_qty"], ), _calc_recipe( recipe_id="product_margin_calculator", name="Product Margin Calculator", phrase="product margin calculator composition recipe", area="inventory", inputs=[money("selling_price"), money("unit_cost")], outputs=[money("unit_profit"), pct("margin_percent"), pct("markup_percent")], metrics=["unit_profit", "margin_percent"], ), _calc_recipe( recipe_id="markup_calculator", name="Markup Calculator", phrase="markup calculator composition recipe", area="inventory", inputs=[money("cost"), pct("markup_percent")], outputs=[money("selling_price"), money("markup_amount")], metrics=["selling_price", "markup_amount"], ), _calc_recipe( recipe_id="shipping_cost_estimator", name="Shipping Cost Estimator", phrase="shipping cost estimator composition recipe", area="inventory", inputs=[ num("weight_kg"), num("distance_km"), money("base_rate"), money("per_kg_rate"), ], outputs=[money("estimated_shipping")], metrics=["estimated_shipping"], ), # Marketing _calc_recipe( recipe_id="roas_calculator", name="ROAS Calculator", phrase="roas calculator composition recipe", area="marketing", inputs=[money("ad_spend"), money("attributed_revenue")], outputs=[num("roas"), pct("roi")], with_chart=True, chart_type="bar", chart_dataset="calculated.spend_vs_revenue", metrics=["roas", "roi"], ), _calc_recipe( recipe_id="ad_budget_calculator", name="Ad Budget Calculator", phrase="ad budget calculator composition recipe", area="marketing", inputs=[ money("revenue_goal"), num("target_roas"), pct("margin_percent"), ], outputs=[money("suggested_ad_budget")], metrics=["suggested_ad_budget"], ), _calc_recipe( recipe_id="cpc_calculator", name="CPC Calculator", phrase="cost per click calculator composition recipe", area="marketing", inputs=[money("ad_spend"), integ("clicks", min_value=1)], outputs=[money("cpc")], metrics=["cpc"], ), _calc_recipe( recipe_id="lead_cost_calculator", name="Lead Cost Calculator", phrase="lead cost calculator composition recipe", area="marketing", inputs=[money("ad_spend"), integ("leads", min_value=1)], outputs=[money("cost_per_lead")], metrics=["cost_per_lead"], ), _calc_recipe( recipe_id="email_campaign_roi_calculator", name="Email Campaign ROI Calculator", phrase="email campaign roi calculator composition recipe", area="marketing", inputs=[ money("campaign_cost"), integ("conversions"), money("average_order_value"), ], outputs=[money("campaign_revenue"), pct("campaign_roi")], metrics=["campaign_revenue", "campaign_roi"], ), # Property _calc_recipe( recipe_id="rental_yield_calculator", name="Rental Yield Calculator", phrase="rental yield calculator composition recipe", area="property", inputs=[ money("property_value"), money("monthly_rent"), money("annual_expenses"), ], outputs=[ money("annual_rent"), pct("gross_yield"), money("net_income"), pct("net_yield"), ], metrics=["gross_yield", "net_yield"], extra_unsupported=("property_valuation_engine",), ), _calc_recipe( recipe_id="cap_rate_calculator", name="Cap Rate Calculator", phrase="cap rate calculator composition recipe", area="property", inputs=[money("net_operating_income"), money("property_value")], outputs=[pct("cap_rate")], metrics=["cap_rate"], ), _calc_recipe( recipe_id="property_roi_calculator", name="Property ROI Calculator", phrase="property roi calculator composition recipe", area="property", inputs=[ money("purchase_price"), money("total_investment"), money("annual_cash_flow"), ], outputs=[pct("cash_on_cash_return"), pct("simple_roi")], metrics=["cash_on_cash_return", "simple_roi"], ), _calc_recipe( recipe_id="rent_affordability_calculator", name="Rent Affordability Calculator", phrase="rent affordability calculator composition recipe", area="property", inputs=[money("monthly_income"), pct("rent_to_income_target")], outputs=[money("max_affordable_rent")], metrics=["max_affordable_rent"], ), _calc_recipe( recipe_id="vacancy_loss_calculator", name="Vacancy Loss Calculator", phrase="vacancy loss calculator composition recipe", area="property", inputs=[ money("monthly_rent"), integ("vacant_days"), integ("days_in_period", min_value=1), ], outputs=[money("vacancy_loss")], metrics=["vacancy_loss"], ), # Education _calc_recipe( recipe_id="tuition_cost_estimator", name="Tuition Cost Estimator", phrase="tuition cost estimator composition recipe", area="education", inputs=[ money("tuition_per_term"), integ("terms"), money("fees", required=False), money("scholarships", required=False), ], outputs=[money("total_tuition"), money("net_cost")], metrics=["total_tuition", "net_cost"], ), _calc_recipe( recipe_id="gpa_calculator", name="GPA Calculator", phrase="gpa calculator composition recipe", area="education", inputs=[ num("grade_points"), num("credit_hours", min_value=0.1), ], outputs=[num("gpa")], metrics=["gpa"], ), _calc_recipe( recipe_id="grade_calculator", name="Grade Calculator", phrase="weighted grade calculator composition recipe", area="education", inputs=[ pct("assignment_score"), pct("assignment_weight"), pct("exam_score"), pct("exam_weight"), ], outputs=[pct("final_grade")], metrics=["final_grade"], ), _calc_recipe( recipe_id="attendance_percentage_calculator", name="Attendance Percentage Calculator", phrase="attendance percentage calculator composition recipe", area="education", inputs=[integ("sessions_attended"), integ("sessions_total", min_value=1)], outputs=[pct("attendance_percent")], metrics=["attendance_percent"], ), # Compliance / case ops _calc_recipe( recipe_id="corrective_action_progress_calculator", name="Corrective Action Progress Calculator", phrase="corrective action progress calculator composition recipe", area="compliance", inputs=[ integ("actions_closed"), integ("actions_total", min_value=1), ], outputs=[pct("completion_percent"), integ("actions_remaining")], metrics=["completion_percent", "actions_remaining"], ), _calc_recipe( recipe_id="case_resolution_rate_calculator", name="Case Resolution Rate Calculator", phrase="case resolution rate calculator composition recipe", area="compliance", inputs=[integ("cases_closed"), integ("cases_opened", min_value=1)], outputs=[pct("resolution_rate")], metrics=["resolution_rate"], ), ] def _chart_recipes() -> list[VerticalRecipe]: return [ # Operational / generic patterns _chart_recipe( recipe_id="records_by_status", name="Records by Status", phrase="records by status chart composition recipe", area="operations", pattern="distribution", entity_key="record", chart_type="bar", dimensions=[("status", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="records_created_over_time", name="Records Created Over Time", phrase="records created over time chart composition recipe", area="operations", pattern="trend", entity_key="record", chart_type="line", dimensions=[("created_at", "month")], measures=[("created_count", "count", None)], ), _chart_recipe( recipe_id="records_value_over_time", name="Records Value Over Time", phrase="records value over time chart composition recipe", area="operations", pattern="value_trend", entity_key="record", chart_type="line", dimensions=[("created_at", "month")], measures=[("value_sum", "sum", "amount")], ), _chart_recipe( recipe_id="records_by_category", name="Records by Category", phrase="records by category chart composition recipe", area="operations", pattern="distribution", entity_key="record", chart_type="pie", dimensions=[("category", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="records_value_by_category", name="Records Value by Category", phrase="records value by category chart composition recipe", area="operations", pattern="value_distribution", entity_key="record", chart_type="bar", dimensions=[("category", None)], measures=[("value_sum", "sum", "amount")], ), _chart_recipe( recipe_id="workload_by_assignee", name="Workload by Assignee", phrase="workload by assignee chart composition recipe", area="projects", pattern="comparison", entity_key="task", chart_type="bar", dimensions=[("assignee", None)], measures=[("open_tasks", "count", None)], ), _chart_recipe( recipe_id="completion_trend", name="Completion Trend", phrase="completion trend chart composition recipe", area="projects", pattern="trend", entity_key="task", chart_type="area", dimensions=[("completed_at", "week")], measures=[("completed_count", "count", None)], ), _chart_recipe( recipe_id="open_vs_closed", name="Open vs Closed", phrase="open versus closed chart composition recipe", area="operations", pattern="distribution", entity_key="record", chart_type="pie", dimensions=[("state", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="priority_distribution", name="Priority Distribution", phrase="priority distribution chart composition recipe", area="operations", pattern="distribution", entity_key="task", chart_type="bar", dimensions=[("priority", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="aging_distribution", name="Aging Distribution", phrase="aging distribution chart composition recipe", area="operations", pattern="distribution", entity_key="case", chart_type="bar", dimensions=[("age_bucket", None)], measures=[("count", "count", None)], ), # CRM _chart_recipe( recipe_id="sales_pipeline_by_stage", name="Sales Pipeline by Stage", phrase="sales pipeline by stage chart composition recipe", area="crm", pattern="value_distribution", entity_key="crm.opportunity", chart_type="bar", dimensions=[("stage", None)], measures=[("pipeline_value", "sum", "amount")], ), _chart_recipe( recipe_id="leads_created_over_time", name="Leads Created Over Time", phrase="leads created over time chart composition recipe", area="crm", pattern="trend", entity_key="crm.lead", chart_type="line", dimensions=[("created_at", "week")], measures=[("lead_count", "count", None)], ), _chart_recipe( recipe_id="lead_source_distribution", name="Lead Source Distribution", phrase="lead source distribution chart composition recipe", area="crm", pattern="distribution", entity_key="crm.lead", chart_type="pie", dimensions=[("lead_source", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="revenue_by_sales_rep", name="Revenue by Sales Rep", phrase="revenue by sales rep chart composition recipe", area="crm", pattern="comparison", entity_key="crm.opportunity", chart_type="bar", dimensions=[("owner", None)], measures=[("closed_value", "sum", "closed_value")], ), _chart_recipe( recipe_id="deals_won_over_time", name="Deals Won Over Time", phrase="deals won over time chart composition recipe", area="crm", pattern="trend", entity_key="crm.opportunity", chart_type="line", dimensions=[("won_at", "month")], measures=[("won_count", "count", None)], ), _chart_recipe( recipe_id="leads_by_status", name="Leads by Status", phrase="leads by status chart composition recipe", area="crm", pattern="distribution", entity_key="crm.lead", chart_type="bar", dimensions=[("status", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="opportunities_created_over_time", name="Opportunities Created Over Time", phrase="opportunities created over time chart composition recipe", area="crm", pattern="trend", entity_key="crm.opportunity", chart_type="area", dimensions=[("created_at", "month")], measures=[("created_count", "count", None)], ), # Projects _chart_recipe( recipe_id="tasks_by_status", name="Tasks by Status", phrase="tasks by status chart composition recipe", area="projects", pattern="distribution", entity_key="task", chart_type="bar", dimensions=[("status", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="tasks_by_priority", name="Tasks by Priority", phrase="tasks by priority chart composition recipe", area="projects", pattern="distribution", entity_key="task", chart_type="pie", dimensions=[("priority", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="tasks_completed_over_time", name="Tasks Completed Over Time", phrase="tasks completed over time chart composition recipe", area="projects", pattern="trend", entity_key="task", chart_type="line", dimensions=[("completed_at", "week")], measures=[("completed_count", "count", None)], ), _chart_recipe( recipe_id="project_budget_vs_actual", name="Project Budget vs Actual", phrase="project budget versus actual chart composition recipe", area="projects", pattern="comparison", entity_key="project", chart_type="bar", dimensions=[("category", None)], measures=[("amount", "sum", "amount")], ), _chart_recipe( recipe_id="project_hours_by_category", name="Project Hours by Category", phrase="project hours by category chart composition recipe", area="projects", pattern="value_distribution", entity_key="time_entry", chart_type="bar", dimensions=[("category", None)], measures=[("hours_sum", "sum", "hours")], ), # Booking _chart_recipe( recipe_id="appointments_over_time", name="Appointments Over Time", phrase="appointments over time chart composition recipe", area="booking", pattern="trend", entity_key="booking.appointment", chart_type="line", dimensions=[("appointment_date", "day")], measures=[("appointment_count", "count", None)], ), _chart_recipe( recipe_id="appointments_by_status", name="Appointments by Status", phrase="appointments by status chart composition recipe", area="booking", pattern="distribution", entity_key="booking.appointment", chart_type="pie", dimensions=[("status", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="bookings_by_service", name="Bookings by Service", phrase="bookings by service chart composition recipe", area="booking", pattern="distribution", entity_key="booking.appointment", chart_type="bar", dimensions=[("service", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="bookings_by_staff", name="Bookings by Staff", phrase="bookings by staff chart composition recipe", area="booking", pattern="comparison", entity_key="booking.appointment", chart_type="bar", dimensions=[("staff", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="occupancy_over_time", name="Occupancy Over Time", phrase="occupancy over time chart composition recipe", area="booking", pattern="value_trend", entity_key="booking.appointment", chart_type="area", dimensions=[("appointment_date", "day")], measures=[("occupancy_pct", "avg", "occupancy_percent")], ), # Inventory _chart_recipe( recipe_id="stock_by_item", name="Stock by Item", phrase="stock by item chart composition recipe", area="inventory", pattern="comparison", entity_key="inventory.stock", chart_type="bar", dimensions=[("item_name", None)], measures=[("quantity_on_hand", "sum", "quantity_on_hand")], row_budget=20, ), _chart_recipe( recipe_id="stock_by_location", name="Stock by Location", phrase="stock by location chart composition recipe", area="inventory", pattern="comparison", entity_key="inventory.stock", chart_type="bar", dimensions=[("location", None)], measures=[("quantity_on_hand", "sum", "quantity_on_hand")], ), _chart_recipe( recipe_id="inventory_value_by_category", name="Inventory Value by Category", phrase="inventory value by category chart composition recipe", area="inventory", pattern="value_distribution", entity_key="inventory.stock", chart_type="bar", dimensions=[("category", None)], measures=[("inventory_value", "sum", "value")], ), _chart_recipe( recipe_id="low_stock_distribution", name="Low Stock Distribution", phrase="low stock distribution chart composition recipe", area="inventory", pattern="distribution", entity_key="inventory.stock", chart_type="pie", dimensions=[("stock_band", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="inventory_movement_over_time", name="Inventory Movement Over Time", phrase="inventory movement over time chart composition recipe", area="inventory", pattern="trend", entity_key="inventory.movement", chart_type="line", dimensions=[("moved_at", "week")], measures=[("movement_count", "count", None)], ), # Support / case / compliance _chart_recipe( recipe_id="cases_by_status", name="Cases by Status", phrase="cases by status chart composition recipe", area="compliance", pattern="distribution", entity_key="case", chart_type="bar", dimensions=[("status", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="cases_by_priority", name="Cases by Priority", phrase="cases by priority chart composition recipe", area="compliance", pattern="distribution", entity_key="case", chart_type="pie", dimensions=[("priority", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="cases_created_over_time", name="Cases Created Over Time", phrase="cases created over time chart composition recipe", area="compliance", pattern="trend", entity_key="case", chart_type="line", dimensions=[("created_at", "week")], measures=[("created_count", "count", None)], ), _chart_recipe( recipe_id="cases_by_assignee", name="Cases by Assignee", phrase="cases by assignee chart composition recipe", area="compliance", pattern="comparison", entity_key="case", chart_type="bar", dimensions=[("assignee", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="findings_by_severity", name="Findings by Severity", phrase="findings by severity chart composition recipe", area="compliance", pattern="distribution", entity_key="audit_finding", chart_type="bar", dimensions=[("severity", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="findings_by_status", name="Findings by Status", phrase="findings by status chart composition recipe", area="compliance", pattern="distribution", entity_key="audit_finding", chart_type="pie", dimensions=[("status", None)], measures=[("count", "count", None)], ), # Marketing / education / property (lighter) _chart_recipe( recipe_id="campaign_performance_over_time", name="Campaign Performance Over Time", phrase="campaign performance over time chart composition recipe", area="marketing", pattern="value_trend", entity_key="marketing.campaign", chart_type="line", dimensions=[("period", "week")], measures=[("attributed_revenue", "sum", "revenue")], ), _chart_recipe( recipe_id="students_by_status", name="Students by Status", phrase="students by status chart composition recipe", area="education", pattern="distribution", entity_key="student", chart_type="bar", dimensions=[("status", None)], measures=[("count", "count", None)], ), _chart_recipe( recipe_id="maintenance_requests_by_status", name="Maintenance Requests by Status", phrase="maintenance requests by status chart composition recipe", area="property", pattern="distribution", entity_key="maintenance_request", chart_type="bar", dimensions=[("status", None)], measures=[("count", "count", None)], ), ] def _calculated_chart_proofs() -> list[VerticalRecipe]: def money(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "money", **kw) def pct(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "percent", **kw) def integ(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "integer", **kw) def num(i: str, **kw): kw.setdefault("min_value", 0) return _field(i, "number", **kw) return [ _calculated_chart_recipe( recipe_id="break_even_calculator", name="Break-Even Calculator", phrase="break even calculator with cost revenue chart composition recipe", area="finance", inputs=[ money("fixed_costs"), money("unit_price"), money("variable_unit_cost"), ], outputs=[ integ("break_even_units"), money("break_even_revenue"), ], chart_type="line", chart_dataset="calculated.break_even_series", metrics=["break_even_units", "break_even_revenue"], extra_unsupported=("accounting_engine",), ), _calculated_chart_recipe( recipe_id="mortgage_amortization_chart", name="Mortgage Amortization Chart", phrase="mortgage amortization chart composition recipe", area="property", inputs=[ money("principal"), pct("annual_rate"), integ("term_years", min_value=1), ], outputs=[ money("monthly_payment"), money("total_interest"), money("total_paid"), ], chart_type="area", chart_dataset="calculated.amortization", calculator_id="mortgage_payment_calculator", metrics=["monthly_payment", "total_interest", "total_paid"], extra_unsupported=("loan_origination_engine", "amortization_builtin"), ), _calculated_chart_recipe( recipe_id="roi_payback_chart", name="ROI Payback Chart", phrase="roi payback chart composition recipe", area="finance", inputs=[ money("investment"), money("monthly_return"), integ("months", min_value=1), ], outputs=[pct("roi_percent"), integ("payback_months")], chart_type="line", chart_dataset="calculated.cumulative_return", metrics=["roi_percent", "payback_months"], extra_unsupported=("npv_builtin", "irr_builtin"), ), _calculated_chart_recipe( recipe_id="capacity_gap_chart", name="Capacity Gap Chart", phrase="capacity gap chart composition recipe", area="services", inputs=[ num("required_hours"), integ("staff_count", min_value=1), num("hours_per_staff"), ], outputs=[num("available_capacity"), num("capacity_gap")], chart_type="bar", chart_dataset="calculated.capacity_bars", metrics=["available_capacity", "capacity_gap"], ), ] def composition_catalog() -> RecipeCatalog: recipes = _calculator_recipes() + _chart_recipes() + _calculated_chart_proofs() return RecipeCatalog( schema_version=1, lane="fast_lane", batch="visualization_calculation_catalog", ready_for_fast_lane_composition=True, recipes=recipes, ) def composition_coverage_summary() -> dict[str, Any]: catalog = composition_catalog() by_kind: dict[str, int] = {} by_area: dict[str, int] = {} for recipe in catalog.recipes: kind = recipe.kind or "unknown" by_kind[kind] = by_kind.get(kind, 0) + 1 area = recipe.area or "unspecified" by_area[area] = by_area.get(area, 0) + 1 return { "batch": catalog.batch, "recipe_count": len(catalog.recipes), "by_kind": by_kind, "by_area": by_area, "dataset_patterns": list(DATASET_COMPOSITION_PATTERNS), "invariants": list(COMPOSITION_INVARIANTS), "batch_10_overlap": [ "mortgage_payment_calculator", "project_margin_calculator", "roi_estimator", "dataset_bar_chart", ], }